SPDR SER TR's ticker is SPMB and the CUSIP is 78464A383. A total of 129 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,178,362 | +42.0% | 56,652 | +49.6% | 0.70% | +42.3% |
| Q2 2023 | $829,965 | +7.7% | 37,881 | +9.0% | 0.49% | +1.6% |
| Q1 2023 | $770,617 | +12.2% | 34,744 | +9.8% | 0.49% | +7.8% |
| Q4 2022 | $686,844 | +1.0% | 31,652 | -0.2% | 0.45% | -6.2% |
| Q3 2022 | $680,000 | -22.7% | 31,713 | -17.6% | 0.48% | -16.8% |
| Q2 2022 | $880,000 | -15.3% | 38,508 | -5.9% | 0.58% | +1.6% |
| Q4 2021 | $1,039,000 | +2.6% | 40,927 | -3.1% | 0.57% | -2.6% |
| Q1 2021 | $1,013,000 | – | 42,258 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | 126,799,083 | $2,897,359,000 | 8.83% |
| KWB Wealth | 1,390,929 | $31,783,000 | 6.12% |
| Redwood Financial Network Corp | 206,083 | $4,709,000 | 5.14% |
| Leicht Financial Planning & Wealth Management, Inc. | 253,435 | $5,791,000 | 3.92% |
| Concord Wealth Partners | 601,254 | $13,739,000 | 3.77% |
| Chesapeake Wealth Management | 294,575 | $6,731,000 | 2.88% |
| TOWNSQUARE CAPITAL LLC | 4,075,275 | $93,120,000 | 2.64% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,399,160 | $122,835,000 | 1.71% |
| Values First Advisors, Inc. | 100,493 | $2,296,000 | 1.63% |
| KARLINSKI ANDREW C | 35,615 | $814,000 | 1.20% |